Focus Partners Advisor Solutions, LLC DFUV Holdings History
Focus Partners Advisor Solutions, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 4.65 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $191.82 Mil. This investment constitutes 2.92% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 1.71% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Focus Partners Advisor Solutions, LLC has made 9 purchases of DFUV, at an average price of $36.18, for a total of 6.89 Mil shares. In addition, there have been 3 sales at an average price of $33.58 for 2.24 Mil shares. Based on historical transaction data and DFUV's current price of $43.19, Focus Partners Advisor Solutions, LLC's estimated gain on his DFUV holdings is $26.84 Mil, reflecting a 10.77% gain to date.
Focus Partners Advisor Solutions, LLC DFUV ($43.19) Holding Chart
Focus Partners Advisor Solutions, LLC DFUV ($43.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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